| DVN — Devon Energy Corporation (DVN) [ST] | Joint | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 5 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · P · $15,001 - $50,000 | Dec 30, 2022 | Sep 12, 2026 |
| LMT — Lockheed Martin Corporation (LMT) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr joint · P · $1,001 - $15,000 | Dec 30, 2022 | Sep 12, 2026 |
| WMB — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Williams Companies, Inc. (WMB) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 165 · Annual joint · P · $1,001 - $15,000 | Dec 26, 2022 | Sep 14, 2026 |
| WMB — Williams Companies, Inc. (WMB) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 24 · Ptr joint · P · $1,001 - $15,000 | Dec 26, 2022 | Sep 12, 2026 |
| ADBE — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Adobe Inc. (ADBE) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$250,001 - $500,000 Original ↗ · Row 56 · Annual joint · S · $250,001 - $500,000 | Dec 19, 2022 | Sep 14, 2026 |
| ARCB — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ ArcBest Corporation (ARCB) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 59 · Annual joint · S · $50,001 - $100,000 | Dec 19, 2022 | Sep 14, 2026 |
| BLL — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Ball Corporation (BLL) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 61 · Annual joint · S · $50,001 - $100,000 | Dec 19, 2022 | Sep 14, 2026 |
| CCLD — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ CareCloud, Inc. (CCLD) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 64 · Annual joint · S · $1,001 - $15,000 | Dec 19, 2022 | Sep 14, 2026 |
| ECL — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Ecolab Inc. (ECL) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 72 · Annual joint · S · $15,001 - $50,000 | Dec 19, 2022 | Sep 14, 2026 |
| EXAS — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Exact Sciences Corporation (EXAS) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 77 · Annual joint · S · $50,001 - $100,000 | Dec 19, 2022 | Sep 14, 2026 |
| HLT — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Hilton Worldwide Holdings Inc. (HLT) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 91 · Annual joint · S · $50,001 - $100,000 | Dec 19, 2022 | Sep 14, 2026 |
| MASI — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Masimo Corporation (MASI) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 127 · Annual joint · S · $50,001 - $100,000 | Dec 19, 2022 | Sep 14, 2026 |
| WYNN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Wynn Resorts, Limited (WYNN) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 168 · Annual joint · S · $15,001 - $50,000 | Dec 19, 2022 | Sep 14, 2026 |
| ADBE — Adobe Inc. (ADBE) [ST] | Joint | SaleSource rows (1)$250,001 - $500,000 Original ↗ · Row 1 · Ptr joint · S · $250,001 - $500,000 | Dec 19, 2022 | Sep 12, 2026 |
| ARCB — ArcBest Corporation (ARCB) [ST] | Joint | SaleSource rows (1)$50,001 - $100,000 Original ↗ · Row 2 · Ptr joint · S · $50,001 - $100,000 | Dec 19, 2022 | Sep 12, 2026 |
| BLL — Ball Corporation (BLL) [ST] | Joint | SaleSource rows (1)$50,001 - $100,000 Original ↗ · Row 3 · Ptr joint · S · $50,001 - $100,000 | Dec 19, 2022 | Sep 12, 2026 |
| CCLD — CareCloud, Inc. (CCLD) [ST] | Joint | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · S · $1,001 - $15,000 | Dec 19, 2022 | Sep 12, 2026 |
| ECL — Ecolab Inc. (ECL) [ST] | Joint | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 7 · Ptr joint · S · $15,001 - $50,000 | Dec 19, 2022 | Sep 12, 2026 |
| EXAS — Exact Sciences Corporation (EXAS) [ST] | Joint | SaleSource rows (1)$50,001 - $100,000 Original ↗ · Row 9 · Ptr joint · S · $50,001 - $100,000 | Dec 19, 2022 | Sep 12, 2026 |
| HLT — Hilton Worldwide Holdings Inc. (HLT) [ST] | Joint | SaleSource rows (1)$50,001 - $100,000 Original ↗ · Row 11 · Ptr joint · S · $50,001 - $100,000 | Dec 19, 2022 | Sep 12, 2026 |
| MASI — Masimo Corporation (MASI) [ST] | Joint | SaleSource rows (1)$50,001 - $100,000 Original ↗ · Row 16 · Ptr joint · S · $50,001 - $100,000 | Dec 19, 2022 | Sep 12, 2026 |
| WYNN — Wynn Resorts, Limited (WYNN) [ST] | Joint | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 25 · Ptr joint · S · $15,001 - $50,000 | Dec 19, 2022 | Sep 12, 2026 |
| PXD — Hern Family Foundation ⇒ Pioneer Natural Resources Company (PXD) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 46 · Annual joint · P · $1,001 - $15,000 | Dec 15, 2022 | Sep 14, 2026 |
| HD — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Home Depot, Inc. (HD) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 94 · Annual joint · P · $1,001 - $15,000 | Dec 15, 2022 | Sep 14, 2026 |
| NEE — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ NextEra Energy, Inc. (NEE) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 134 · Annual joint · P · $1,001 - $15,000 | Dec 15, 2022 | Sep 14, 2026 |
| PXD — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Pioneer Natural Resources Company (PXD) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 144 · Annual joint · P · $15,001 - $50,000 | Dec 15, 2022 | Sep 14, 2026 |
| RTN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Raytheon Company (RTN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 148 · Annual joint · P · $1,001 - $15,000 | Dec 15, 2022 | Sep 14, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr joint · P · $1,001 - $15,000 | Dec 15, 2022 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 18 · Ptr joint · P · $1,001 - $15,000 | Dec 15, 2022 | Sep 12, 2026 |
| PXD — Pioneer Natural Resources Company (PXD) [ST] | Joint | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 19 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 20 · Ptr joint · P · $15,001 - $50,000 | Dec 15, 2022 | Sep 12, 2026 |
| RTN — Raytheon Company (RTN) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Ptr joint · P · $1,001 - $15,000 | Dec 15, 2022 | Sep 12, 2026 |
| UNH — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 160 · Annual joint · P · $1,001 - $15,000 | Dec 13, 2022 | Sep 14, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 23 · Ptr joint · P · $1,001 - $15,000 | Dec 13, 2022 | Sep 12, 2026 |
| ROK — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Rockwell Automation, Inc. (ROK) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 152 · Annual joint · P · $1,001 - $15,000 | Dec 12, 2022 | Sep 14, 2026 |
| ROK — Rockwell Automation, Inc. (ROK) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 22 · Ptr joint · P · $1,001 - $15,000 | Dec 12, 2022 | Sep 12, 2026 |
| EMR — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Emerson Electric Company (EMR) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 75 · Annual joint · P · $1,001 - $15,000 | Dec 9, 2022 | Sep 14, 2026 |
| XOM — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Exxon Mobil Corporation (XOM) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 80 · Annual joint · P · $1,001 - $15,000 | Dec 9, 2022 | Sep 14, 2026 |
| EMR — Emerson Electric Company (EMR) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · P · $1,001 - $15,000 | Dec 9, 2022 | Sep 12, 2026 |
| XOM — Exxon Mobil Corporation (XOM) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · P · $1,001 - $15,000 | Dec 9, 2022 | Sep 12, 2026 |
| MSFT — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Microsoft Corporation (MSFT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 129 · Annual joint · P · $1,001 - $15,000 | Dec 8, 2022 | Sep 14, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Ptr joint · P · $1,001 - $15,000 | Dec 8, 2022 | Sep 12, 2026 |
| JNJ — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Johnson & Johnson (JNJ) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 112 · Annual joint · P · $1,001 - $15,000 | Dec 6, 2022 | Sep 14, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr joint · P · $1,001 - $15,000 | Dec 6, 2022 | Sep 12, 2026 |
| INTC — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Intel Corporation (INTC) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 103 · Annual joint · P · $1,001 - $15,000 | Dec 1, 2022 | Sep 14, 2026 |
| INTC — Intel Corporation (INTC) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr joint · P · $1,001 - $15,000 | Dec 1, 2022 | Sep 12, 2026 |
| AMP — Kevin Hern Insurance Trust ⇒ Ameriprise Financial, Inc. (AMP) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 194 · Annual joint · S · $1,001 - $15,000 | Nov 21, 2022 | Sep 14, 2026 |
| CR — Kevin Hern Insurance Trust ⇒ Crane Holdings, Co. (CR) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 195 · Annual joint · S · $1,001 - $15,000 | Nov 21, 2022 | Sep 14, 2026 |
| MMC — Kevin Hern Insurance Trust ⇒ Marsh & McLennan Companies, Inc. (MMC) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 199 · Annual joint · S · $1,001 - $15,000 | Nov 21, 2022 | Sep 14, 2026 |
| SHW — Kevin Hern Insurance Trust ⇒ Sherwin-Williams Company (SHW) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 200 · Annual joint · S · $1,001 - $15,000 | Nov 21, 2022 | Sep 14, 2026 |
| VFC — Kevin Hern Insurance Trust ⇒ V.F. Corporation (VFC) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 201 · Annual joint · S · $1,001 - $15,000 | Nov 21, 2022 | Sep 14, 2026 |